See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,741 | $108,825-23.0% | $156,181-46.4% | $82,448+1.6% |
| Participation rate | 47.8% | 72.4%-24.6pp | 78.8%-31.1pp | 68.1%-20.3pp |
| Annual return | 19.02% | 20.59%-1.6pp | 64.87%-45.9pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,295 | $2,870-20.0% | $4,294-46.5% | $2,551-10.0% |
| Participant deferral / active EE | $4,380 | $4,577-4.3% | $6,132-28.6% | $4,139+5.8% |
| Admin fee / account holder | $6,944 | $9,341-25.7% | $14,586-52.4% | $7,234-4.0% |